- CIBC (Houston, TX)
- …delivery that is professional, seamless and timely. **Who you are** + Bachelor's degree and/or MBA , CFP , CFA, JD, CTFA, CPA + 10+ years of experience in wealth ... management or a closely related field + Extensive knowledge of investment strategy, trust administration and wealth management solutions + Highly dynamic sales professional with a successful track record of business development and relationship management… more
- CIBC (Austin, TX)
- …background:** You hold a bachelor's degree (required), and advanced certifications such as MBA , CFA, CPA, or CFP are preferred. + **Wealth management ... expertise:** You bring 8+ years of experience in portfolio management, wealth management, personal tax, or financial planning. + **Investment knowledge:** You have a strong understanding of investment products and strategies designed for sophisticated,… more
- JPMorgan Chase (Austin, TX)
- …works tirelessly on the client's behalf **Preferred Qualifications, Capabilities, and Skills** + MBA , JD, CFA, or CFP preferred + Proactive, takes initiative, ... and uses critical thinking to solve problems + Dynamic and credible professional who communicates with clarity and has exceptional presentation skills + Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their… more
- Charles Schwab (Westlake, TX)
- …(CWS), CFA or CFP highly preferred + Professional designations/certifications (eg, CFP , CFA, MBA , CHFC, CPWA) highly preferred **Required Qualifications** + ... Active & valid FINRA Series 7 license required + Active & valid FINRA Series 66 (63/65) license required + Active & valid Life & Health insurance (or may be obtained within 90 days of employment) + 7+ years financial services industry experience + 2+ years… more
- Charles Schwab (Westlake, TX)
- …and executive presence. **Preferred Qualifications** **:** + Advanced degree (eg, JD, MBA ) or certifications/designations (CAIA, CFA, CFP , CPA) + Experience ... working with complex investment structures, including Alternative Investments and investment subadvisors. Preference for those with experience in alternative investment operations and investment accounting + Experience with sophisticated philanthropic… more
- Bank of America (Frisco, TX)
- …of 90 days per exam after the first working day in this position **Desired Skills:** * MBA or Post-Graduate Degree preferred * CFP , CPA, CFA, CTFA, CFM or JD a ... significant plus **Skills:** + Client Management + Client Solutions Advisory + Loan Structuring + Relationship Building + Risk Management + Active Listening + Analytical Thinking + Oral Communications + Referral Management + Underwriting + Account Management +… more
- Bank of America (Houston, TX)
- …if willing to obtain licenses within 90 days of start date) **Desired skills:** + MBA or Post-Graduate Degree preferred + CFP , CPA, CFA, CTFA, CFM or JD ... a significant plus **Skills:** + Business Development + Client Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications + Referral Management + Relationship Building + Risk Management + Active Listening… more
- Texas Tech University (TX)
- …coaching sessions, and maintenance of records of KEY volunteer hours for reporting to CFP (R) and AFC(R). Recruit members for the KEY Advisory Board and lead the ... to personal finance and financial planning, such as the CFP (R) and AFC(R) certifications. 2. Development experience, including federal...+ Three dual degrees are offered: JD/MS in PFP, MBA /MS in PFP, and MS Tax/MS PFP and a… more
- Truist (Fort Worth, TX)
- …check Preferred Qualifications: * CFP preferred or CTFA, CFA, CPA, JD or MBA * Completion or enrollment in certification programs such as CFA, CFP , CPWA ... and CPA * 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients * Graduate of a leadership or management development program (Such as LDP, Banking School)… more
- Truist (Houston, TX)
- …legal profession. 13. Strong knowledge of Microsoft Office Products. Preferred Qualifications: 1. CFP , CTFA, CDFA or similar designation. MBA or other advanced ... post-graduate degree. **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though… more
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